NDVR, Inc. HIG — HARTFORD FINL SVCS GROUP INC

Ownership history in NDVR, Inc.  ·  9 quarters on record

AI Ownership Summary

NDVR, Inc. reported HARTFORD FINL SVCS GROUP INC (HIG) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.36% in 2025 Q1. The latest visible filing shows HIG at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NDVR, Inc.'s position in HARTFORD FINL SVCS GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HIG was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HIG stock page NDVR, Inc. fund profile NDVR, Inc. full holdings
How NDVR, Inc. held HIG — position size vs. price
% of Fund (quarterly)    HIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8.2% -1.4% ✅ 2,633 -236 -8.2% 0.30% $363K 2026-02-14 (Est.) $140.65
2025 Q3 REDUCED — — — 2,869 -83 -2.8% 0.32% $383K 2025-10-22 $123.80
2025 Q2 ADDED — — — 2,952 +107 +3.8% 0.35% $375K 2025-08-12 $127.41
2025 Q1 REDUCED 5.3% +3.0% ❌ 2,845 -159 -5.3% 0.36% $352K 2025-05-15 $127.12
2024 Q4 ADDED — — — 3,004 +170 +6.0% 0.31% $329K 2025-02-14 $109.65
2024 Q3 ADDED — — — 2,834 +23 +0.8% 0.34% $331K 2024-11-08 $114.50
2024 Q2 REDUCED — — — 2,811 -99 -3.4% 0.29% $283K 2024-08-09 $105.08
2024 Q1 ADDED — — — 2,910 +232 +8.7% 0.29% $300K 2024-05-07 $96.03
2023 Q4 INITIATED — — — 2,678 — — 0.26% $215K 2024-02-08 $86.32

🏢 Other funds also holding HIG

As of 2026 Q1 — sorted by position size

TKG Advisors, LLC 3Y 2.47% Axecap Investments, LLC 2.25% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2.17% Summit Place Financial Advisors, LLC 3Y 1.67% BAHL & GAYNOR INC 3Y 7Y 1.67% EQUITY INVESTMENT CORP 3Y 7Y 1.5% AustralianSuper Pty Ltd 3Y 7Y 1.44% DELPHI MANAGEMENT INC /MA/ 3Y 7Y 1.39% Board of the Pension Protection Fund 1.36% Aurora Investment Counsel 3Y 7Y 1.25%

FAQ About NDVR, Inc. and HIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has NDVR, Inc. reported owning HIG?

NDVR, Inc. reported HIG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HIG position in NDVR, Inc.'s portfolio?

The largest reported portfolio weight for HIG was 0.36% in 2025 Q1.

What is the latest reported HIG position on this page?

The most recent filing on this page is 2025 Q4, when NDVR, Inc. reported 2,633 shares, equal to 0.30% of portfolio, with an estimated market value of $363K.

What does the chart on this HIG ownership page compare?

The chart compares NDVR, Inc.'s quarterly HIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NDVR, Inc. time their HIG position?

Based on 13F filing dates vs. subsequent HIG price moves, NDVR, Inc. correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on HIG relative to SPY over the holding period was +7.7%.

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